ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 135 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,095,000 | -4.1% | 119,504 | -4.1% | 0.02% | -10.0% |
| Q2 2022 | $3,227,000 | -8.3% | 124,560 | -8.3% | 0.02% | -4.8% |
| Q1 2022 | $3,521,000 | -42.1% | 135,835 | -41.8% | 0.02% | -44.7% |
| Q4 2021 | $6,078,000 | +5.3% | 233,234 | +5.8% | 0.04% | -5.0% |
| Q3 2021 | $5,771,000 | +18.6% | 220,436 | +19.0% | 0.04% | +8.1% |
| Q2 2021 | $4,864,000 | +9.4% | 185,222 | +9.7% | 0.04% | -7.5% |
| Q1 2021 | $4,448,000 | +47.0% | 168,883 | +47.1% | 0.04% | +5.3% |
| Q4 2020 | $3,026,000 | +34.7% | 114,777 | +35.4% | 0.04% | +11.8% |
| Q3 2020 | $2,246,000 | +32.6% | 84,748 | +32.2% | 0.03% | +9.7% |
| Q2 2020 | $1,694,000 | -4.8% | 64,104 | -6.4% | 0.03% | -20.5% |
| Q1 2020 | $1,780,000 | +4.9% | 68,452 | +5.5% | 0.04% | +14.7% |
| Q4 2019 | $1,697,000 | +64.9% | 64,873 | +64.7% | 0.03% | +41.7% |
| Q3 2019 | $1,029,000 | +351.3% | 39,385 | +351.1% | 0.02% | +300.0% |
| Q2 2019 | $228,000 | – | 8,730 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 213,809 | $5,546,000 | 1.44% |
| Fusion Family Wealth LLC | 199,246 | $5,168,000 | 1.43% |
| MANAGED ACCOUNT SERVICES INC | 61,326 | $1,587,000 | 0.89% |
| Paulson Wealth Management Inc. | 31,732 | $823,000 | 0.62% |
| Ferris Capital, LLC | 63,169 | $1,639,000 | 0.60% |
| Fieldpoint Private Securities, LLC | 54,850 | $1,423,000 | 0.59% |
| AllSquare Wealth Management LLC | 29,290 | $760,000 | 0.57% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 181,970 | $4,720,000 | 0.53% |
| Guidance Point Advisors, LLC | 33,149 | $859,000 | 0.51% |
| Roof Eidam Maycock Peralta, LLC | 45,575 | $1,182,000 | 0.47% |